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L••••••••• C••••• U•••• C••• B•••••• D•••••• B•••••• P••• a•• T••••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

L••••••••• C••••• U•••• C••• B•••••• D•••••• B•••••• P••• a•• T••••

Allocators

Muscle Shoals, AL

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:184a388b-d11f-4a24-ae1f-44c725c7d69e

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 8:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 7
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $26.0Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 123%
Participants: 275
C•••itments: 3with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
F••• P•••••• J•••••• 5•••• C••• P•	F••••••• I••••••••• A•••• M•••	Pooled vehicle	$26.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
F••• P•••••• J•••••• 5•••• C••• P•	F••••••• I••••••••• A•••• M•••

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
C•••on/collective trusts	n/a	n/a	n/a	100	$26.0M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
F••••••• I••••••••• A•••• M•••	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
F••••••• I••••••••• A•••• M••• T•	actuary	Jan 1, 2023	Dec 31, 2023	no

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
F••••••• I••••••••• A•••• M•••	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact

Relationships

Sponsors (1)

← L••••••••• Credit U••••Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (6)

→ C••• L••• I•••••••• C••••••Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ C••• M••••• G••••Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2023
Consultant changed
FID Inv Inst Ops Co appears on L••••••••• C••••• U•••• C••• B•••••• D•••••• B•••••• P••• a•• T••••'s Schedule C as general consultant (plan year 2023 vs 2022)
F••••••• I••••••••• A•••• M••• T•Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Consultant changed
C••• L••• I•••••••• C•••••• no longer appears on L••••••••• C••••• U•••• C••• B•••••• D•••••• B•••••• P••• a•• T••••'s Schedule C as pension consultant (plan year 2023 vs 2022)
C••• L••• I•••••••• C••••••Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Consultant changed
Members Capital Advisors, Inc. no longer appears on L••••••••• C••••• U•••• C••• B•••••• D•••••• B•••••• P••• a•• T••••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)

Provenance

Graph: Allocators
Canonical id: dfx:al:184a388b-d11f-4a24-ae1f-44c725c7d69e
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.